Dean R. Hedeker

Dean R. Hedeker has more than 35 years’ experience assisting clients in all aspects of estate and tax planning, and is committed to preserving and growing his clients’ wealth. Hedeker is directly involved with investment management and financial planning for our clients and manages the wealth of more than 100 hard-working families. He is also an experienced attorney in the fields of estate planning, business law and tax law.

A Brief History

A sought-after speaker, Hedeker has been invited to speak for various banks, financial institutions, attorney organizations and healthcare organizations. He has been a featured speaker for the National Association of Health Underwriters’ National Convention as well as at the GE Financial Assurance National Convention.

Hedeker Wealth clients directly benefit from this experience by being invited to workshops each year, which cover the latest news and valuable advice for tax planning, estate planning and investment management. Hedeker is a Master Elite member of Ed Slott’s IRA Advisor Group.

Hedeker graduated from DePaul University College of Law. He was admitted to the Bar of Supreme Court of Illinois in 1981, the United States District Courts and the United States Tax Court.

Honesty By Dean Hedeker

Let's face it..


What we want is an honest conversation with our investment advisor. We want a relationship of trust, sincerity, and honesty. A relationship where our advisor puts us first. After all, our financial wellbeing is of utmost importance to us.


Our core values, wants, desires and needs are all tied up in our financial well-being. Our valued relationships with our family and others are deeply affected by our financial well-being. So, it’s important that our investment advisor considers this and above all, places our interests first. But before we can begin on this journey of trust and honesty, we need to ask a few questions of you and truly understand you and your situation. We want to understand your background and your family. We want to review your investment statements, your tax returns and your estate planning documents. We want to examine how your investments fit in with your taxes and your estate planning. You may be in a high tax bracket or a low one. You may have a sophisticated trust or a simple will. This all needs to be considered.

When was the last time your investment advisor asked for a copy of your tax return or even looked at your tax return? How can your investments be properly structured without knowing what your estate plan says or what your tax documents say? In this world filled with hype and everybody promoting their latest gizmo or investment product, isn’t it important that somebody took the time to see that your investments are not only proper, but properly structured?

But the journey doesn’t end there, because as your lives change, so will your wants and needs. The investment advice will continually change as lives change.

Consistent, regular meetings are required to take advantage of the numerous financial and tax opportunities that will come your way on this journey.


Questions will need to be asked and answered. Questions such as:

Are my investments consistent with my risk tolerance?
Are my investments causing me to pay too much tax?
The tax law changed, what can I do to take advantage of the changes?
Are my investments titled properly, consistent with my estate planning?
How does creditor protection fit in with my investments?
How do I reduce the tax bill on my IRA?
How do I reduce the tax I pay on my Required Minimum Distributions (RMDs)?
How do Roth Conversions work, and are they right for me?
How about paying for college expenses for my grandchildren?

Of course, there will be other questions and opportunities which will arise as time goes on.

“At Hedeker Wealth, it is not only important that your investments earn money, but that you keep the money you earn.”

Dean Hedeker




Hedeker is a Fellow with the American Academy of Estate Planning Attorneys (AAEPA). He has coauthored and has been a contributing author for several books:

He is currently a member of the American Academy of Estate Planning Attorneys, Illinois State Bar Association and Illinois CPA Society. Hedeker is also a Certified Public Accountant as well as a Registered Financial Consultant.




What is your Inquiry?

Please Note: The scope of any consulting services depends upon the terms of the engagement, and the specific request and needs of the client.  Hedeker Wealth does not serve as an attorney, accountant, or insurance agent. Hedeker Wealth does not prepare legal documents or tax returns, nor does it sell insurance products. As disclosed on its written Brochure on Part 2 of Form ADV, if the client desires, Hedeker Wealth’s affiliated entities or persons, in their separate licensed capacities, can be engaged to be provide tax preparation, insurance sales/services, and legal services, per the terms and conditions of a separate engagement and fee/compensation.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Hedeker is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Hedeker by any of its clients. ANY QUESTIONS: Hedeker’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.